Are You Getting the Best Results From Your Living Trust?
Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of a
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ARTICLES
Everything you need to know
about the areas of family wealth succession and preservation.
Everything you need to know
about the areas of family wealth succession and preservation.
When A Spouse Suddenly Dies: Lessons From the Death of Sheryl Sandberg’s Husband, Dave Goldberg
The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sandberg and the father of two small children, continues
Survey Finds Wealthy Parents Fear Inheritances Will Do More Harm Than Good
A survey recently released by Merrill Lynch’s Private Banking and Investment Group — How Much Should I Give to My Family? — shows that the
Sofia Vergara Battles Over Frozen Embryos
It began with an anonymous court filing pitting “John Doe” against “Jane Doe.” It didn’t take long for Jane and John to be identified publicly
IRS Factors to Determine Employee or Independent Contractor Status Protection
Many small businesses rely on independent contractors for their staffing needs. There are many benefits to using contractors over hiring employees: Savings in labor costs; Reduced
What You Can Learn From the Estate Planning Mistakes of Others
There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning.
How You Can Avoid Being Taken Advantage of Once You Become Elderly
A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age
How to Tell If It Is Time to Change Your Will
Current research shows that only about half of Americans have a will, and probably less than that have changed their wills when certain life circumstances
How to Fund Your Trust to Avoid Probate
A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all
Remember the “Joe Robbie” Stadium?
Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business
What the Hell is “Charging Order” Protection?
My friend Marty, a very sassy CPA friend of mine once said to me that “LLC” stood for “Lawyer’s Likely Choice.” At first I laughed
What Families Need to Know About Debt After Death
The poverty rate among seniors is rising, giving rise to the question of whether or not it is possible to inherit debt. In general, when
About Trust Counsel
We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
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About Trust Counsel
We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
Sign up for our newsletter
Get our most popular content sent straight to your inbox from the team behind the scenes.